UnitedHealth shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 1.1k | 345.42 |
| 2025-06-30 | $308k | 988 | 312.08 |
| 2025-03-31 | $507k | 967 | 523.91 |
| 2024-12-31 | $596k | 1.2k | 505.97 |
| 2024-09-30 | $650k | 1.1k | 584.81 |
| 2024-06-30 | $566k | 1.1k | 509.36 |